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Hurlow Wealth Management Group’s WEC Energy WEC Stock Holding History

Hurlow Wealth Management Group’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$313K Buy
2,684
+74
+3% +$8.44K 0.07% 101
2026
Q1 		$302K Buy
2,610
+2
+0.1% +$225 0.07% 93
2025
Q4 		$275K Sell
2,608
-184
-7% -$20.4K 0.07% 102
2025
Q3 		$320K Hold
2,792
– – 0.08% 83
2025
Q2 		$291K Hold
2,792
– – 0.08% 97
2025
Q1 		$304K Buy
2,792
+2
+0.1% +$204 0.1% 88
2024
Q4 		$262K Hold
2,790
– – 0.08% 103
2024
Q3 		$268K Hold
2,790
– – 0.08% 100
2024
Q2 		$219K Hold
2,790
– – 0.08% 112
2024
Q1 		$229K Hold
2,790
– – 0.08% 108
2023
Q4 		$235K Sell
2,790
-2
-0.1% -$165 0.09% 99
2023
Q3 		$225K Hold
2,792
– – 0.1% 96
2023
Q2 		$246K Sell
2,792
-59
-2% -$5.45K 0.11% 92
2023
Q1 		$270K Sell
2,851
-2
-0.1% -$185 0.13% 87
2022
Q4 		$267K Buy
2,853
+10
+0.4% +$924 0.14% 87
2022
Q3 		$254K Hold
2,843
– – 0.15% 79
2022
Q2 		$286K Hold
2,843
– – 0.16% 73
2022
Q1 		$284K Sell
2,843
-762
-21% -$72K 0.17% 75
2021
Q4 		$320K Buy
3,605
+708
+24% +$64.7K 0.25% 66
2021
Q3 		$256K Hold
2,897
– – 0.15% 83
2021
Q2 		$258K Sell
2,897
-708
-20% -$66.7K 0.17% 81
2021
Q1 		$337K Hold
3,605
– – 0.24% 70
2020
Q4 		$332K Hold
3,605
– – 0.26% 65
2020
Q3 		$349K Hold
3,605
– – 0.32% 58
2020
Q2 		$316K Sell
3,605
-20
-0.6% -$1.8K 0.31% 62
2020
Q1 		$351K Hold
3,625
– – 0.38% 59
2019
Q4 		$345K Sell
3,625
-11
-0.3% -$1K 0.34% 70
2019
Q3 		$337K Hold
3,636
– – 0.36% 70
2019
Q2 		$316K Hold
3,636
– – 0.33% 70
2019
Q1 		$285K Sell
3,636
-132
-4% -$9.79K 0.31% 75
2018
Q4 		$267K Buy
+3,768
New +$265K 0.32% 72

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hurlow Wealth Management Group's WEC Position: Q2 2026 in Review

Hurlow Wealth Management Group increased its WEC Energy (WEC) stake by 2.8% in Q2 2026, buying an estimated $8.44K and bringing the position to 2,684 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #101.

Hurlow Wealth Management Group first reported a position in WEC in Q4 2018 and has held it in 31 quarters since. The position peaked at $351K in Q1 2020. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Hurlow Wealth Management Group held 2,684 shares of WEC Energy worth $313K as of Q2 2026.
  • Hurlow Wealth Management Group bought 74 WEC Energy shares in Q2 2026, an estimated $8.44K.
  • WEC Energy made up 0.07% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #101 holding.
  • Hurlow Wealth Management Group first reported a position in WEC Energy in Q4 2018 and has held it in 31 quarters since.
  • Hurlow Wealth Management Group's WEC Energy position peaked at $351K in Q1 2020.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.